Form Et-706 - New York State Estate Tax Return

Page 2 of 4 ET-706 (2012)

Schedule 1 – Resident

List below each item of real and tangible personal property located outside NYS that is included in the federal gross estate. Include the item

number, the schedule of federal Form 706 on which it was reported, and the reported value of the property.

Item number

Description

Value

12 Total value of property listed above ............................................................................................................... 12.

13 Property subject to a limited power of appointment created before September 1, 1930, includable in

the NYS gross estate under NYS Tax Law section 957, if any

.......................................... 13.

(see instructions)

14 Subtract line 13 from line 12; enter the result here and on line 3 .................................................................. 14.

Schedule 2 – Nonresident

15 Total gross estate for NYS

..................................................... 15.

(from Schedule A, line 22, or Schedule B, line 39)

List below each item of real and tangible personal property located within NYS. Include the item number, the schedule of federal Form 706

or 706-NA on which it was reported, and the reported value of the property.

Item number

Description

Value

16 Total value of property listed above ............................................................................................................... 16.

17 Property subject to a limited power of appointment created before September 1, 1930, includable in

the NYS gross estate under NYS Tax Law section 957, if any

........................................ 17.

(see instructions)

18 Add lines 16 and 17....................................................................................................................................... 18.

19 Subtract line 18 from line 15; enter the result here and on line 3 .................................................................. 19.

Schedule 3 – Description of litigation or cause of action

In the area provided below, describe any litigation in which the decedent was a plaintiff, or litigation that is pending or contemplated on behalf

of the decedent. Include the actual or estimated values of such litigation

(see instructions, page 3, Litigation information).